How big is Mason Joseph, LLC's plan?

Mason Joseph, LLC's plan reported $1.3M in assets and 20 participants for 2024.

Original filing (PDF)20250424090508NAL0010864720001

Mason Joseph, LLC

Name: Mason Joseph, LLC — Mason Joseph Co. 401(k) & Profit, Form 5500 (2024)
Creator: Mason Joseph, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mason Joseph Co. 401(k) & Profit Sharing Plan

401(k) retirement plan · Mason Joseph, LLC's Mason Joseph Co. 401(k) & Profit Sharing Plan held $1.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Randy Mason signed Mason Joseph, LLC's 2024 Form 5500 as plan administrator.

Randy Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mason Joseph, LLC's EIN is 86-3225655.

EIN 86-3225655

Plan number 001

Plan year 2024

ACK ID 20250424090508NAL0010864720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mason Joseph, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mason Joseph, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASON JOSEPH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score